2026-04-09 Briefing TSMC’s CoWoS technology is surging at an 80% CAGR, but Nvidia’s massive demand threatens to create a new semiconductor bottleneck. Simultaneously, nations are deploying new monitoring tech to protect critical submarine cables from sabotage. Meanwhile, Anthropic's recent employee tender offer reached a $350B valuation, and Arm CEO Rene Haas is set to lead SoftBank’s Project Izanagi AI chip strategy.

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